See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,908 | $76,000+27.5% | $154,107-37.1% | $64,186+51.0% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | -8.62% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,998 | $3,351+19.3% | $5,298-24.5% | $2,381+67.9% |
| Participant deferral / active EE | $7,702 | $3,175+142.6% | $5,081+51.6% | $3,470+122.0% |
| Admin fee / account holder | $620 | $5,596-88.9% | $13,411-95.4% | $4,888-87.3% |